Sales Report – Meaning, Types, Format, Templates & Examples

1. Sales Report – Meaning, Types, Format, Templates & Examples Creating a sales report shouldn’t feel like homework, but it often does. Between scattered data, unclear formats and last-minute deadlines, most small businesses either avoid it or get it wrong. But a good sales report isn’t just for management. It’s a growth tool, showing you what’s working, what’s not and where to double down. This blog simplifies everything you need to know about sales reports — types, formats, what to include and even templates you can copy. What is a sales report? A sales report is a document (or dashboard) that tracks your team’s sales performance. It can be daily, weekly or monthly, depending on your needs. At its core, it answers key questions like: How many leads came in? How many calls were made? How many deals were closed? Who performed well and who needs support? It turns raw activity into insight, and that insight drives your business forward. Why is it important? If you’re a founder, sales manager or business owner, a sales report helps you: Track team productivity Monitor lead flow and pipeline health Forecast revenue accurately Take early action when things go off track Without reports, you're guessing. With them, you're improving. Types of sales reports you should know 1.  Daily sales report: Tracks how each sales rep is spending their day — calls made, meetings booked, tasks completed. Great for discipline and accountability Weekly sales report: Gives a bigger-picture view — how many leads were contacted, progress in the pipeline, and what slowed down Monthly sales report: Focuses on results — deals closed, revenue generated and overall conversion rates Custom reports: Source-wise, product-wise, team-wise—you can slice the data any way you want to understand patterns and performance 2.  3.  4.  What to include in a good sales report

2. Every useful sales report answers these: What was done? (activities) What was achieved? (results) What needs attention? (gaps) You can include: Number of new leads Follow-up rate Conversion rate Lead source performance Individual team member performance Sales cycle timeline Lost deal reasons Don’t overcrowd it. Start simple and build from there. Tools to automate sales reporting If you’re still building reports manually on Excel, you're wasting hours every week. Modern CRMs can auto- generate real-time reports. Telecrm, for example, gives you: Daily, weekly and custom reports Source-wise conversion tracking Real-time call and WhatsApp logs Mobile-accessible dashboards It helps you go from “what’s happening?” to “here’s what to fix”—without extra work. Free templates you can use The blog also includes ready-to-use templates for Excel and sample formats for daily, weekly and monthly sales reports. ? Want to copy a format or explore more examples? Check out the full blog: https://telecrm.in/blog/sales- report/